Job offer

Investment and pension advisor, deputy head of sales

Clientis Spar- und Leihkasse Thayngen is seeking an Investment & Pension Advisor, Deputy Head of Sales, who will advise private customers on investments and pensions and draw up individual financial plans. The position offers a varied role, a motivating corporate culture, and opportunities for further training.

Thayngen

Clientis Bank Thayngen

80-100%

Job description

Investment and pension advisor, deputy head of sales

Field of activity

Comprehensive advice for our private clients, particularly in the areas of investments and pensions, including the creation of individual financial plans to achieve client goals

Requirements

Banking training, ideally with further training as a financial planner with federal certification
Experience in customer consulting in investments and pensions
High level of initiative, strong customer focus, and connection to our market area

Our offer

Exciting and varied activities in the development of the customer portfolio
Motivating corporate culture and short decision-making processes
Promotion of internal and external further training

Details

Workload: 80-100%
Location: Thayngen

Original job description

Job details

Found on:

December 30, 2025

Employer:

Clientis Bank Thayngen

job percentage:

80-100%

Place of work:

Thayngen

Place found on:

https://thayngen.clientis.ch/-/anlage-vorsorgeberaterin-sstv-leiterin-vertrieb

About the employer:

Bank Thayngen is part of the Clientis Group.

It offers accounts, loans and investment solutions.

The focus is on regional customers.

The bank is based in Thayngen, in the canton of Schaffhausen.

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